Tag: associations & non-profit

Managing Call for Papers: How to Source Great Content for Your Next Conference

Posted on by Eventsforce

Are you looking for great speakers for your annual conference?  Do you want your sessions to have memorable presentations with engaging content?  Of course, you do.  We all do.  Because at the end of the day, we know that great content is what truly matters to attendees.  Walking away from an event knowing that you’ve had a unique opportunity to learn or engage with something new is why people want to attend events in the first place.

If you’re an association or some kind of professional body hosting an annual conference, then you know that what stands at the heart of a great conference program is your ability to source great speakers who will bring something new and exciting to the event.  And this comes through a well-executed call for papers management process.

Call for Papers Are Building Blocks of Successful Conference Programs

To attract the right speakers, conference organizers typically ask members of their community to submit their presentation proposals so as to find the most interesting and relevant content for their event.  Once this call for papers is sent out, the submissions are then reviewed by a team of reviewers whose aim is to select those presentations that promise to deliver a high-quality program to attendees.

The call for papers process is also important because it offers the opportunity to showcase new research in the event’s relevant field.  You wouldn’t want to attend the same conference each year where the same speakers present the same content.  By sourcing new and diverse research, you’re more likely to attract the right attendees and get them to come again the following year.

But managing call for papers isn’t easy.  Imagine asking one of your colleagues to give you feedback on a short document you’ve put together.  Sounds simple enough.  Give them a hundred documents to read and you’ll likely encounter some resistance. Now imagine asking ALL your colleagues to read a hundred documents and give you feedback.  That’s going to take some chasing. And how would you collate all their feedback?  That’s essentially the task the abstracts manager has to undertake.

Last time, we looked at the first stage of the call for papers management process and some of the key things conference organisers need to think about when managing paper submissions around their events – How to Manage Call for Papers Submissions for Successful Conference Programmes.  This week, we’re focusing on the next stage of the process – which is when the call for papers closes, and the process of reviews begins.

5 Ways to Improve Your Call for Papers Review Process

Once presentation submissions are made, the review process kicks off in order to find the most interesting content to present at the conference.  Yet deciding which submissions to accept is likely to involve a pool of reviewers, with different experts needed for the various topics on offer. Some may be reviewed randomly and some be allocated to individual reviewers. There may be many rounds and stages of reviews, each with its own criteria and grading requirements. And all of this requires a lot of time and can be incredibly difficult to coordinate.

Have a look below at five simple tips that can help you get the most out of your call for paper reviewers:

1. Be Selective with Reviewers – It is an obvious point but an important one, nevertheless. Make sure you assign the right reviewers to the right topics.  If the reviewer has expertise in the area they’re reviewing, then this will already save them an enormous amount of time understanding the content that’s been submitted to them. This also means they’re in a better position to score papers critically, which will have a more positive impact on the quality of your conference content. Be open with your selections too – don’t stick to the same reviewers year after year.  New ones can put a fresh perspective on things and bring about exciting new content from new speakers.

2. Be Clear About Review Criteria– The clearer your instructions to reviewers, the less challenges you’ll have at your end. Clearly define goals, deadlines, expectations and review criteria. Not doing this will result in inconsistency and again, can have a negative impact on your content.  Have clear guidelines on the kind of criteria they need to follow in the evaluation process. So, this can include things like ensuring the call for paper submissions provides audiences with new information on a topic, that it addresses important industry or academia issues, that it is appealing to the target audience and that it matches the overall theme of the conference.  Whatever grading system you use, it’s always a good idea to also leave an open text box for reviewers to put their own comments – they may have suggestions which can add real value to the content of your presentations.

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3. Be Realistic About Timelines – To get the best out of your reviewers, you need to be considerate about their time. Give them enough time to accept your invitation and plenty of notice if they can’t. Make sure they know what timelines you’re working on – when they need to be available, when reviews need to be completed by, details on print deadlines for call for paper journals and posters and so on. If you’ve done similar conferences in the past, then you’ll probably have an idea on numbers when it comes to submissions across different topic areas. Make sure you communicate that information with your reviewers so they have some idea on scale and can plan their time accordingly.

4. Plan for the Unexpected – It’s quite common for call for papers submission deadlines to be extended, so be prepared and communicate the possibility of this happening with your reviewers beforehand as this means they’ll have less time to complete their reviews. Equally, you may be in a situation where during your review process, you launch another call for papers on a subject matter that has just become topical (for example: scientific funding in a post-Brexit world). If it’s relevant to your audience, then it’s probably something you don’t want your conference programme to miss out on.  Lining up your reviewers for unexpected changes like this should always be factored into your review management timeline.

5. Monitor Progress– Stay on top of how many papers have been reviewed, which are incomplete and which of your reviewers are the most or least active.  This will identify potential problem areas and help you assess the best way of addressing them. For example, if you have a large number of reviewers who start the grading process but don’t finish it, it may indicate a lack of commitment.  So, you may need to get them replaced.  Or perhaps they’ve got too many to review and you have to reallocate submissions to other reviewers. A good call for papers management solution can help you track this kind of data and provide you with the real-time analysis you need for making more informed decisions.

Conclusion

Your call for papers reviewers are just as important as your sponsors, exhibitors and all the other partners you deal with around your conference.  Most of them volunteer their time to make your conference better, so it makes sense to make their jobs as easy as possible. Simply the process by giving them clear and defined goals.  Make sure they understand your deadlines, review criteria and expectations.   Offer support and guidance through open communication channels and never forget to thank them as you’re probably going to need their help again next year.  Following these best practice guidelines will put you in a good position in developing successful conference programmes.  It will also help you avoid what may otherwise be a long drawn-out and often frustrating process in managing call for papers.

Are there any other tips you’d like to add to this list?  Please let us know as we’re always keen on publishing your views!

The Eventsforce Call for Papers solution can simplify the whole process of abstract management – from inviting and reviewing online submissions to building agendas, managing conference invitations, registrations and payments. It also provides powerful tools to monitor, manage and communicate with everyone involved. Click here to learn more.

How to Manage Calls for Papers to Create Successful Conference Programs

Posted on by Eventsforce

As a conference planner, we know how important it is to find great topics and speakers.  It can have a huge impact on registrations and an even bigger impact on how well your event is perceived.  However, managing the call for papers process for your conference is complicated enough when everything goes according to plan – let alone when it’s rushed or hasn’t been carefully thought through.

How Calls for Papers Management Solutions Can Help

Of course, there are many solutions out there like Eventsforce Call for Papers, which can simplify the whole process of gathering and managing online paper submissions, as well as helping reviewers assess these submissions quickly with little hassle. These automated platforms can help conference managers build call for papers submission forms, modify submission topics, select expert reviewers to assess the merit of papers, as well as invite select people to present the papers.  The presentations are allocated to specific sessions and are also automatically updated in the main conference agenda – ensuring conference managers are in full control at every stage, saving them time and supporting them with all the tools they need to manage the evolution of their entire conference program.

But as much as technology can help – there are many common pitfalls which can create problems for conference managers along the way.  In this article, we’ll be looking at some of the important things organizers need to think about when managing call for papers submissions around their events. We’ll be publishing a similar post in the next month that will focus on getting the reviewing and judging process right, which is the last step in securing great speakers and content for your next event.

Quick Tips to Improve the Management of Call for Papers Submissions

In order for a conference to be successful, it needs to attract the kind of speakers and content that will help facilitate discussions and educate those delegates coming to the event.  Make sure you get the process right with the following best practice tips:

Make Sure You Know What You Want – One of the most frustrating oversights in managing call for papers is kicking off the process, receiving submissions and realizing later on that there is information you need but haven’t asked. You can add missing fields to online forms pretty quickly these days but getting in touch with those who have already completed their submission forms can be a timely and frustrating process. Finalize all the information you need at the planning stage – talk to experienced colleagues and get other stakeholders involved from the very start. Everyone should agree on what you’re trying to achieve and why – this way, you’ll be in a better position to identify gaps and won’t need to make as many last-minute changes to your submission forms.

Don’t Neglect Instructions – You do need to provide a detailed guide for authors so that they can understand the submission process clearly.  Make use of the instructions section of your call for papers page to communicate clearly and concisely exactly what information you need from the author or potential speaker so that they know what they are expected to provide. This can cut down on a lot of confusion and wasted time for both submitters and reviewers. You could also publish a timeline that outlines important dates, including the deadline for paper submissions, when authors need to be available, when submissions will be approved and when places in the conference program will be confirmed.

Get the Balance Right – It’s important to provide clear guidance on call for paper submissions but be careful not to overwhelm people.  We’ve seen some conferences use five pages of highly structured forms giving instructions on how to submit papers on one topic!  Will your academic really read through all those pages?  Probably not. The reality is that most academics submit their papers to multiple conferences and they’ll submit the same paper to each one. So, don’t over-complicate things as you may risk losing potential speakers.  And remember, it may be someone other than the author filling in the submission form and they may not have the technical expertise to edit the text or reformat it in a way that meets the criteria of an overly cumbersome submission process.

Standardize Formatting – Make sure that your submitters have a clear idea on the format you want them to use when filling in particular fields on your form.  Using predefined formats on fields that require numbers, for example, will reduce the probability of error.  It will also make sure that the data is captured in the same way as it is captured in the databases of some of the other systems you use around your conference (registration, CRM, membership and so on). You can also structure the call for paper content into different sections (introduction, main content, summary) which can be useful for typesetting.  This way, you’ll save time in exporting that information when creating paper journals or posters as all your content is structured in one standardized format.

Ask Relevant Questions –  As a general rule, the more clicks it takes to complete a submission form, the more excuse your paper authors have to walk away and look elsewhere.  Make sure that the information you’re asking for will either help them or help you get the content you need for a successful conference program.  For example, you may ask if their paper has already been published in an industry journal and if a particular publication keeps coming up, then perhaps that’s somewhere you need to be targeting to get the call for paper submissions you’re looking for.

Offer Flexibility – You want to make the process of sending submissions as simple as possible. So, it’s a good idea to allow authors and speakers the choice to edit or amend their call for paper submissions prior to the deadline date.  Equally, make room in your planning on extending the deadline as most people leave these things to the last minute and it’s an opportunity for you to get more interesting content for your conference program.

Monitor Progress – Stay on top of how many submissions are coming in, which are incomplete and which topic/category/stream areas are doing better than others – if you use a call for papers or management solution, then it will monitor this information for you in real-time. This will identify potential problem areas and help you assess the best way of addressing them. For example, an overwhelming number of submissions in one topic area (over others) may indicate that the topic description is too broad and that it’s not being interpreted by authors and submitters in the correct way.   So, you may decide to sub-categorize and create new sub-topics instead.

Conclusion

A well-thought out process for call for papers can have a huge impact on ensuring you deliver a high-quality program for your conference delegates.  It also opens up the opportunity to showcase new and game-changing research with the wider community.

If managing your call for papers is a challenge for your organization, Eventsforce offers a comprehensive solution that gives you full control of the entire call for papers management process – from inviting and reviewing submissions to building agendas, managing conference invitations, registrations and payments. It also provides powerful automated tools to monitor, manage and communicate with everyone involved. Click here to learn more.

Are there any other tips you’d like to add to this list?  Please let us know as we’re always keen on publishing your views!

Want to be a tech-savvy event marketer? Sign up to the weekly EventTech Talk Newsletter here and get updates on all the latest technology trends, discussions and debates shaping the meetings and events industry today.

 

 

Why Events Need a Crisis Communications Plan

Posted on by Eventsforce

Terror attacks are now a constant threat to society and consequently, security has become top of agenda for many businesses – especially for those organisations involved in running events in big city destinations.  Knowing what to do at a time of crisis has never been more relevant.

As an event planner, you may already have your organisation’s own crisis management policy that you and your team have to follow. The hotels and conference facilities you use for your events will also have their own health and safety procedures that need to be adhered to.  What is equally important, however, is a carefully prepared crisis communications plan around your events.  Knowing whom you communicate with in a crisis, as well as how and when you do that communication can mean the difference between failure or success. And this doesn’t just apply to a terrorist incident, but to any crisis situation that has the potential to disrupt an event – from fire outbreaks and flooding to any other kind of emergency evacuation.

Getting crisis communications right is not an easy thing.  There are countless stories of how organisations got it wrong – from the BP oil spill in the US to the United Airlines passenger scandal earlier this year.  The ones that have done it well are usually the ones who were well prepared. So don’t leave it to chance and don’t underestimate the consequences. Think about it now and have it as an integral part of your overall event management strategy.

Have a look at these five fundamental steps for an effective crisis communications plan around your events:

1) Find Out Who Are Your Key Audiences

GlobeThe first step is to think about all the different types of people you deal with at and around each of your events.  In most situations, the stakeholders will include your attendees, on-site suppliers (security personnel, technology, staff, venue, catering), partners such as speakers, sponsors and exhibitors, as well as journalists and colleagues (on ground and off-site).

2) Identify Audience ‘Owners’

Once you have these stakeholder groups listed out, create your internal crisis team by assigning the relationship ‘owners’ for each of your audience groups.  You need to have these dedicated points of contact – you can’t have one person managing everything if you want to be affective with your communications. Each of these relationship owners should create contact lists for their audience groups, which can include mobile numbers, email addresses and social media handles.  Collate these lists from your event management systems and make sure they are regularly updated so that you have the most current information on the day of your event.

3) Identify Your Different Communications Platforms

calcThe next thing is to determine how you will need to communicate with all your stakeholders. Quick, clear and frequent communication will be appreciated at a time of crisis.  It will also protect your organisation’s reputation on how well you manage the safety of your attendees. Social (especially Twitter) are very powerful communication tools, especially given the 24-hour information cycle we currently live in. However, it is important to note that social media does not guarantee mass reach. According to MarketingLand, about 2 percent of your Twitter followers see your Tweets. Similarly, AdWeek has stated that Facebook organic page reach stands at a fairly shocking 2.6%. Having said that, social media is key to providing information and access to media and key influencers who help amplify your message. In fact, journalists are the largest, most active verified user group on Twitter.

Aside from social media, you also have your email databases which can be created using the stakeholders lists you put together. You may have an event app, which is also a great tool to push notifications and update attendees on what they need to do.  You can also put up notices on your event website or screens you may have up around your venue.

4) Find the Best Platform for Each Audience

Notifications via event apps, emails and social media are usually the best option with your attendees. However, not all your stakeholders may be at your event.  Some may be offline and miss the notices you’ve posted online.  So think of other options too like text messages and phone calls. The management team of your organisation, for example, will probably need to be updated by phone.  Communications between your on-site team members may be better through group calls or messaging on mobile apps like WhatsApp or your own company app. Bear in mind that immediately after a major incident like a terrorist attack, mobile networks may be unavailable due to excessive demand. Sit down with your management team and identify the most appropriate crisis communications channels for each of your audience categories and have contingency plans for every situation.

5) Put Together a Communications Plan

Untitled design (32)Once you’ve identified your audiences and have a good idea on how you’ll be reaching out to them, the next step is to put together a communications plan. It’s difficult trying to figure out what you’re going to say if you’re not sure what crisis you’ll be facing. However, the last time you want to worry about on the day is putting some sort of plan together and chasing all the necessary approvals.  Have your crisis communications plan pre-approved and ready to go.  You could have a detailed plan for each type of crisis situation or you could have a more generalised one with clear action points.

Make a list of potential crisis situations – whether that be a terror attack or a power outage – and draft the key messages you want to communicate with each of your stakeholders.  Be personal, transparent and genuine and make public safety your number one priority. Explain what has happened, what actions need to be taken, what information is available and the contact details of each stakeholder ‘owner’.  Include what your organisation’s stance is on the on-going situation, as well as details on when and where they should expect another update. The more information you provide, the less chance of creating an information vacuum, which often causes unnecessary panic and false speculation.

Click to get in touchLastly, train your team members through life-like simulations of all the different crisis scenarios outlined in your plan. Make sure they don’t talk ‘at’ your audiences at a time of crisis without listening and responding to them first as this will undermine their trust in your organisation. Conduct these exercises annually or around each event.

Are there any other steps you’d like to add to the list?  We’d be happy to publish your views!  

Source:
Raconteur: Terrorist attacks are a constant threat for the events sector
Crisis Management Strategist: 3 Steps to Successful Crisis Communications
Meetings PR: Reactive or Proactive? 7 Factors for Effective Communication for International Meetings
Cision: 6 Social Media ‘Musts’ for Crisis Communications

Top 8 Considerations When Choosing a Payment Gateway for Your Events

Posted on by Eventsforce

Untitled design (45)So you’ve taken the decision to charge people attending your events. You need a payment gateway that will allow you to process payments on your event website but aren’t sure where to start. Or perhaps you are hosting an international event and the payment gateway you are currently using doesn’t support the currency of the country many of your delegates are coming from. Or maybe you’re just not happy with your current provider and would like to make a change.

There are many different options for you to choose from when looking at payment gateways. The big names include the likes of Sage Pay, Worldpay, PayPal and Stripe but there are dozens of possibilities out there. So how do you know which is the best fit for your organization?  The decision, more often than not, is something that is usually headed up by finance teams.  It is worth noting, however, that there are a number of important factors that need to be taken into consideration when choosing a payment method around your events. And the role of the event planner is key to ensure these requirements are met.

Have a look below at some of the top things you need to think about when selecting a payment gateway around your events:

1) Is Your Organization Already Using a Payment Gateway?

Untitled design (36)The first thing to do is to find out if your organization is already using a particular payment gateway for other parts of the business.  You may be required to use the same one as part of your company policy. Payment gateways can take time to set up and will be subject to security checks and audits from your bank. There may also be different levels of bureaucracy and hierarchy regarding approvals within your own organization.  Going through this timely (often complex) process may not be worthwhile if there is already an existing deal with a gateway that your organization is happy with.

Payment gateways aren’t the only thing you need to think about. You also have to think about the merchant accounts, which is essentially where your attendee payments go into (different from your regular business accounts). Some payment gateway providers offer just a payment gateway and require you to have your own merchant account. Other payment providers such as PayPal offer a combined payment gateway and merchant account. What you decide on really depends on what kind of existing arrangements your organization may already have in place.

2) Can The Payment Gateway Be Used with Your Registration System?

The next thing would be to check which payment gateways are supported by your current registration or event management software.  This can significantly narrow down your choices. Choosing one that already integrates with the system makes it a lot more convenient and saves you time – it also means you may not have to spend additional money on development time.  Ask your event tech provider what they recommend – they have a lot of experience in this and can provide good advice on which gateways are better suited for certain types of events.

Like we mentioned above, your organization may want you to work with a specific gateway solution.  In which case, you will have to work with your event tech provider in building the right type of integration between the two systems in exchange for a fee. Each gateway solution has different versions of the product – with different features and functionalities. Bear in mind that each one of these will have their own type of integration. For example, your organization may use the ‘Worldpay Corporate’ integration, but your event software may only support ‘Worldpay Business’. Again, this will require additional investment in development time, so make sure you factor all these things in when making a decision.

3) How Does Your Event Management/Registration System Manage Payments?

Untitled design (28)The other thing you need to take into account is how your registration systems takes payments details from your event attendees.  There are two options here.  Does your system support non-hosted payment payment gateways? This is when your attendees are able to enter their card details without leaving your event website. Though it is the smoothest check out experience for your attendees, it is also the least secure. To take payments onsite you typically need an SSL certificate and you will also have to comply with PCI-DSS requirements. It’s worth taking a look at this article that gives good information on PCI-DSS compliance and what it means when dealing with delegate card payments. The fines for non-compliance can be hefty!

The alternative is to use a hosted payment gateway which redirects users to a ‘hosted’ payment page.  Once a payment has been made then your attendee will be returned to your website and the payment will be confirmed. It will likely be the case that your event tech provider may only support these ‘hosted’ payment gateways so that they don’t have to take responsibility for PCI-DSS compliance.

4) How Quickly Do You Need It Up and Running?

Setting up a merchant account and payment gateway can typically take anywhere around 3-4 weeks – although providers like PayPal and Stripe let you sign up without a merchant account so you can get started straight away. On the other hand, set up can also be a long and complex process – particularly if you’re a new or ‘high-risk’ business.  For example, banks can sometimes be reluctant to approve merchant accounts to event organizations because of the ‘interval’ between the time delegates make a payment and the event itself. In which case, you may be requested to provide detailed application forms so that the bank gets a better understanding of your business.  This isn’t a big issue but you need to bear it in mind and find a gateway that can support your specific needs, as well as meet your event deadlines.

5) Don’t Forget About Your Cash Flow

Untitled design (7)Once a delegate payment has been processed, it typically takes a few days for that payment to be settled into your bank account.  However, these payment timings can vary significantly from one provider to another. Gateways that are also merchant accounts generally sit on your money for a lot longer. This can slow down your cash flow and has a real impact on small businesses (think about the payments you need to make to venues, caterers and other suppliers).  Other providers on the other hand can settle your funds as quickly as the next day, while some may also only pay out funds on set days. Ideally, look for a provider that pays out every day.

6) The Kind of Events You Run Will Determine the Fees

The fees you pay for the payment gateway and merchant accounts can include monthly fees, fixed fees per transaction (whatever you are charging attendees for), variable fees based on a percentage of transactions, as well as other fees for things like payments from international cards.  So an organization running one major international event can have complete different requirements to one that hosts several local events with a greater number of attendees.

Make sure you get a good overview of fees and ask to see a full schedule of charges before committing to one provider. Don’t forget some payment providers (not all) have been known to lock organizations into lengthy contracts – so make sure you understand what you’re signing up for.

7) Do You Need to Support Multiple Currencies for Your International Delegates?

Untitled design (13)If you are hosting events across different countries and need to take international payments or have a large number of international delegates – you should check whether the payment gateway offers international and multi-currency payments or even an interface with multiple languages. The APAC region, for example, only accepts payments through specific gateways and some global systems like Worldpay aren’t actually accepted all over the world. You should also check whether there are any additional fees for accepting multi-currency payments or payments from other countries and whether you will need to have a merchant account in a specific country.

8) Your Events Can’t Afford Downtime. How Important is Reputation?

The short answer is very.  If you are processing payments from your attendees, you’ll want to work with a provider who has a good reputation in the industry and one that won’t let you down if things go wrong. Some payment gateways have had problems with outages and others have blocked merchants’ money unexpectedly without cause. Look at providers who take PCI-DSS compliance seriously and who provide a good level of support.  Find out how responsive their support service is, where their support team is based and whether or not they work the same hours as you. Do you need to pay extra for this support? Be sure you to do your research thoroughly before signing up with one.  Read reviews and get recommendations from organizations you can trust and use comparison sites which highlight the key features of each gateway.

 

DO YOU NEED A PAYMENT GATEWAY FOR YOUR EVENTS?

Untitled design (46)Eventsforce offers quick and easy integrations with a number of major payment gateway providers, including Sage Pay, Worldpay, PayPal and many others.  If you’d like to have a chat about which gateway is best for your events, please get in touch here. Alternatively, if you would like to read more about how we integrate with payment gateways, please click here

 

Sources:

https://blog.socious.com/how-to-choose-the-right-payment-gateway-for-your-organization-and-ensure-secure-transactions

https://gocardless.com/guides/posts/payment-gateways/

60-Seconds with The British Council

Posted on by Eventsforce

Alina Makarova_The British CouncilAlina Makarova is the operations manager of British Council’s ‘Going Global’ conference – the world’s largest open forum for education leaders debating on international higher education issues and challenges.

EventTech Talk had a chat with her to find out about some of her favourite event venues and restaurants, her worst event nightmare, event technology she’s looking forward to using one day and what she thinks is the most important trend in our industry.

How long have you been working in events?

I have been working in the industry for over eleven years.

Favourite venue for an event?

The ExCel at the Docklands in London is perfect for large scale exhibitions. The Grand Hotel in Stockholm is a good venue for medium sized conferences. The Taj Lands End hotel in Mumbai is another beautiful venue with excellent conference facilities and friendly staff.

Favourite restaurants?

Texas de Brazil – a Brazilian steakhouse in Miami and Kloof Street House in Cape Town.

Favourite outdoor venue? 

The Kempinski Hotel & Residences Palm Jumeirah in Dubai.

Best event experience?

The Future Cities conference in Nigeria organised by Economist Conferences and attended by three presidents at the same time.

Best event app experience?

The Going Global conference app powered by SpotMe.

What would you say is your biggest challenge when planning an event?

Ensuring all third parties stick to the required deadline when preparing for an event.

What has been your biggest event nightmare?  How did you deal with it?

I have had speakers not showing up for their presentations, delegates fainting on site and a venue experiencing a complete power cut. Staying calm and positive whilst doing whatever it takes to resolve a disastrous situation is the best you can do!

Which industry event do you find most useful?

International Confex in London.

How do you relax after an event?

I do yoga.

Mobile app you couldn’t live without?

Citymapper and Spotify.

Facebook, Twitter or LinkedIn?

When it comes to event marketing, I recommend using all three.

What do you see as the most important trend in the events industry today?

Digitalisation of all and everything.

New event technology you’re looking forward to using one day?

Wider use of QR codes.

What do you think are the key personality traits for a successful event planner?

Ability to stay calm under pressure, great time management, flexibility and leadership. Above all though, positive attitude and being a team player!

What has been the best piece of advice someone has given to you?  Any words of wisdom?

Get involved in as many events as you can from the very start of your career – volunteer, attend, organise. Never stop learning, asking questions and benchmarking against your peers.

 

Top 6 Considerations When Integrating Your Event Data with Other Business Systems

Posted on by Eventsforce

Untitled design (20)Almost every blogger, analyst, journalist and vendor has identified data integration as one of the most important trends in the events industry this year. The concept isn’t something new with most organizations having taken on some form of an integration project through payment gateways, registration scanning tools or event apps. What is new, however, is the increasing number of event planners taking the plunge and integrating their event data with some of their organizations’ other business systems – from finance and CRM to marketing and membership systems.

The case for data integration is quite simple:  It makes business sense. It cuts costs and improves your team’s productivity. It reduces the endless hours event planners spend replicating data from one system to another and it also helps eliminate all the errors and inconsistencies commonly associated with data entry. More importantly, it makes better use of your data by putting it in the hands of the people who need it the most. Integration between your event management and membership systems, for example, can provide automatic delegate membership checks as part of your event registration process.  Integration with your finance system can provide your events team with real-time updates on delegate payments.  Integration with your CRM can help you create detailed invitation lists, whilst providing your sales team with new leads whenever you have new registrations.

If this is something you’re considering doing in the near future, then there are some key things to think about to make sure your data integration project works and brings real value around your events. Have a look below:

Make Sure You Know What You Want to Achieve

The most important consideration when implementing a data integration project is to figure out why you want to integrate your event data with another system. Is there a strong business need for it? Can it help solve a particular problem around your events, like chasing delegate payments from your finance team?  In the case of an event app, what data do you want to pass on from your event management system? Should the app be used by delegates to make changes to their agendas?  What will this entail and how is that information tracked?  Assess and document the benefits of integrating the two systems together, both in terms of cost and time savings, before making any decisions. If you’re finding it difficult to identify how the integration is going to answer important questions around your events, improve the service you provide to your delegates or create efficiencies within your events team, you’re probably wasting your time.

Ensure All Stakeholders Are Involved from the Beginning

shutterstock_61234468The more you know about exactly what you want to achieve, the more likely you are able to identify who needs to be involved in the project.  If you want to integrate your event data with your CRM, then it makes sense to have your CRM manager involved.  If it’s with your accounting system, then it should be your finance manager, and so on.  The next step is to approach your software providers, find out if the integration is technically possible and agree on the objectives.  It is in your interest to help the provider understand your business requirements correctly as this will help them accurately identify and integrate all the required data points.

A common pitfall at this point is for event planners to pass the project on to their developers or IT departments but you need to remember, data integration is a business initiative, not a technology one.  There should be someone throughout the whole process that understands the value of this data and will be able to lead discussions about the long-term goals of the project in order to make it consistent, successful and beneficial.

The other important factor is good communication with all team members throughout the duration of the project. This involves ensuring that there is ‘buy in’ for your project from everyone involved – from the executives in the different departments within your organization to the techies who will be carrying out the roll out of the project and the events team whose work will be affected by the integration. Everyone need to understand what it is you are trying to achieve and why – you’ll be in a better position to identify potential problems and won’t need to make as many last-minute changes to the development work.

Agree Detailed Specifications & Data Maps Before Starting

It is crucial to determine early on which systems need to talk to each other, which fields within your systems need to be updated and how often this needs to be done. Is the data going to flow one way or two ways between the systems? So if you’re integrating your registration software with a CRM solution, you should decide which questions from your registration page (names, address, telephone numbers) should be updated in the CRM and vice versa. This ‘data mapping’ process is important as it ensures that the right data goes into the right field of each system.

Often, your expectations of what you’re able to do must be realigned as the sheer quantity of data that needs to be dealt with is sometimes underestimated – especially with CRM integrations. Gathering the data can be harder than you think and the data you have might need more ‘cleaning up’ than you first thought.  Take delegate phone numbers, for example. They could be entered in all sorts of different formats: ‘020-888-4567’ or ‘(020) 888-4567’ or they may have no separators at all.  Slightly different formats, minor typos or extra spaces and characters in your CRM system can cause problems when your event management system is expecting things one way and gets another. Take these factors into account when mapping out your data flows. Consult with both software providers and make sure you have workarounds put in place as even the smallest discrepancies and inconsistencies can stop your integration from working as it should.

Be Realistic Over Time and Budget!Untitled design (4)

The good news is that integrating two pieces of software together is no longer the big financial commitment it once was, largely due to generic communications tools (such as Java, APIs and REST) that make it simple to consume and post data from one system to another. Dealing with good software companies also helps as they can provide all the relevant support and expertise you need – which means the whole process can take as little as a few days at a fraction of the cost. However, don’t underestimate the time and budget you need to allocate for such a project.

Think about things like data discrepancies we mentioned earlier on.  If your event management and membership systems, for example, record delegate birth dates in different formats, you will probably need to invest in a bit of development work that will allow the automatic conversation of data from one format to the other. This is a small example of a simple format issue and by itself, no big task.  But multiply this across thousands of data fields and records and dozens of types of formats, and the development work to do clean-up, workarounds and validation can be substantial. Remember that development time can be expensive so think about all these eventualities when mapping out your data flows at the beginning of the project.

Allocate Adequate Technical Resources

Avoid wasting valuable time by ensuring you have the adequate IT staff on hand to answer any technical queries that may come up during the development, implementation and testing stages of your data integration project. Developers from your event management solution provider, for example, may have specific inquiries about the set-up of your bespoke finance system or vice-versa. If you don’t have the necessary technical staff, consider hiring an independent consultant or specialist system integrator for the duration of the project. Once the development phase is over, your technical staff should also be responsible for the proper testing of the integration to ensure that data flow between the two systems is correct, complete and up-to-date.

Make Time for Thorough Testing and User Acceptanceintro_tech_to_assn_congress

Both the technical and business teams need to be involved in the testing stage to ensure that the results are as expected or if anything needs to be resolved.  So if it’s an integration with your finance package, set up a test on your event management system and put through enough transactions to make sure both sides are comfortable and have covered all delegate payment scenarios.  It is then the responsibility for each department head to train their relevant teams on how the system works.

Ensure your team are aware of how the integration impacts their daily tasks.  When creating new events in your event management system, for example, staff need to know that certain fields can no longer be changed as they are now also being used by the finance team to track delegate payments. Create an action list of do’s and don’ts or include it with your event management system template each time a user logs in as an administrator.

Conclusion

Thinking about all these points when planning your data integration projects will ensure that the whole process will be smoother and lot more flexible for any changes you want to make in the future. It is important to note though that regardless of size, an integration between two systems is a moving thing and technology can always change. Don’t forget about it once implementation and testing is over. Stay on top of it with continuous testing and regular meetings with your software providers to ensure everything is working as it should.

Written by Ian Webb, Business Development Manager, Eventsforce

 

Why Hiring Students for Your Events is a Good Idea

Posted on by Eventsforce

 

Untitled design (14)Many of you have probably read how the role of an event coordinator has been ranked as the fifth most stressful job of 2016.  In fact, the only jobs ranked more stressful were enlisted military personnel, firefighters, airline pilots and police officers. Whether or not you agree with these findings, there is no doubt that working in events is not something that everyone is cut out to do.  It takes determination and experience (as do most jobs) and a good mix of communication, creative and time management skills to be successful.  Many in the industry believe that these skills can’t be taught.  That we don’t need academic degrees in event management.  That experience is what matters most.  But not anymore.

Perceptions around whether or not we need qualifications in the industry are changing. In January this year, the UK government recognized the importance of the events sector by forming the country’s first Event Industry Board.  Meanwhile, the president of MPI (Meeting Professionals International) has called for new standards regarding the certification of event professionals.  There is also a growing trend in big corporate institutions investing heavily in executive certificate programmes and post graduate event management courses for their events staff to keep them updated on the latest processes and methodologies of this fast-paced industry.

Whichever way you look at it, a qualification in event management is a lot more relevant today than it was five years ago. Modern universities like Coventry University are offering courses that combine academia with experience, helping create a new generation of event professionals that already have proven skills in project management – from briefing and planning to on-site management and post event evaluation.  They have worked on real projects with real clients and are certified in the latest event management software. Even before they graduate, these students are able to provide important support on many aspects of an organisation’s event. So why not work with them?

What Can the Event Management Student Do for My Organization?

Untitled design (12)Students today are very willing to take on any opportunity that can provide them with experience in the industry.  Meet and greet is probably the best place to invest in students – especially for those organisations who can’t afford specialist agencies. Many of our students man events like the Liberal Democrats party conference, where they are in charge of meet and greet, registration and other client-facing activities.

Placement schemes are another option. These can last up to a year and provide a cost effective way of hiring someone to do a specific job.  Our students do placements, and volunteering opportunities with organizations like the British Council. By working as part of their events and logistics teams for the ‘Going Global’ conferences, students have been able to work in places such as Dubai, Miami, London and Cape Town in 2016. The work they do includes building event websites, managing registrations, meet and greet, coordinating conference sessions, as well as running live reports and providing post event analysis. The feedback we get from these organizations is always positive and many decide to hire the students on a permanent basis once they graduate.

You can also look at internships.  These are usually unpaid positions that focus on short-term projects that can range anywhere from 4-12 weeks.  This can be a good opportunity to get someone to do important tasks that you may not have the resources for, such as conducting research on your competitive landscape, evaluating your social media performance or doing some post-event analysis. A lot of our graduate students choose to focus their dissertations on evolving areas in the industry such as wearable technologies and cashless events – organisations could suggest topics and work alongside these students for their own research and marketing purposes.

Where Do I Find Students That Add Value to My Events?

If you decide that working with an event management student makes sense for your events, the next step is to figure out where to find suitable candidates. There are a number of universities and other higher education institutions that offer comprehensive courses in event management, but the ones that stand out have some of the following attributes:

Industry-Driven Modules – Event management is still a very young, dynamic and fast changing industry.  Look at institutions that regularly consult with industry experts in creating and updating their modules. Find out how often they expose their students to the industry through lectures given by event professionals, field trips to industry events, course works involving real events and projects, as well as opportunities for practical work experience. Find out what proportion of students are in full-time work six months after graduation – as this gives a good indication of the institution’s reputation and academic standard.

Staff with Industry Expertise – A combined staff of academic lecturers and industry experts (event professionals across corporate, PCOs, associations and government) provides students with a good balance of theory and practical insights.

Industry Partnerships – Find institutions that have dedicated employment and placement schemes with reputable companies. At Coventry University, students have done placement schemes with British Council, Schroders, Bank Sadler and BP and many have travelled to international destinations like Dubai, Cape Town, Berlin and the US for practical hands on experience.  Read through the testimonials of these organisations and find out what they say about the students and their abilities.

Technology Focus: Technology is such an important aspect of events now that any knowledge on the subject can add real value to what a student can offer to your event. Second year students at Coventry University, for example, need to pass the Eventsforce certification programme, which teaches them how to use the event management software to build event websites and registration forms, build agendas, manage sessions, link sites to social media and pull different types of reports.

How Do I Choose the Right Student?

Once you have made a selection of the universities you would like to approach, the next step would be to select your candidates.  You can start by meeting students at university career days or take one step further and conduct an assessment center – this is when a group of students are given a task and they are rated on how they react, who takes the lead, how interactive they are, as well as their overall performance on achieving the set objectives.  You can also get the university to make you a shortlist of their top students.

Once you have your shortlist, then you can assess your candidates on the following attributes:

  • Presentation and content of CV
  • Proven event experience (local or international)
  • Likeability, communication and networking skills
  • Knowledge of event technology
  • Social media presence (views/opinions)
  • Blogs (many students blog about their work experiences)
  • Research skills (eg. social media or industry analysis)
  • Industry recognition (eg. MyEvent.Vision award or the Vanessa Cotton scholarship)

Good luck!

Ian Webster is senior lecturer and creator of the Event Management Honors Degree at Coventry University, which was recently ranked as UK’s number one university to offer a degree in event management (Guardian 2016 Subject League Tables). 

If you would like to get in touch, please email him at: bsx941@coventry.ac.uk